How do I set up an integration between CleanManager and Uniconta?
As an administrator, you can set up an integration for Uniconta.
With a connection to Uniconta, you are able to synchronize customer data and transfer invoices between CleanManager and Uniconta.
See here in the article how to integrate Uniconta and CleanManager:
How to create the integration from CleanManager to Uniconta
Log in to CleanManager with the user type Administrator | |
In the menu, go to Settings > Integrations | |
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Press on the Uniconta logo in the bottom section | |
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Insert Username (login-id), Password, and Company id and press Save | |
The information is all from Uniconta, and you can find them in your Uniconta account and user. E.g. you can find the company information here: Company information |
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The connection is now established. See the validating tick |
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The integration is now completed, and you can continue setting up customer synchronization with Uniconta:
Setting up customer synchronization with Uniconta |
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